Q4 2025 Zoominfo Technologies Inc Earnings Call Transcript
Key Points
- ZoomInfo Technologies Inc (GTM) reported record quarterly revenue of $319 million for Q4 2025, up 3% year over year, exceeding the top end of their guidance.
- The company achieved an adjusted operating income margin of 38% for the quarter, demonstrating strong profitability.
- ZoomInfo Technologies Inc (GTM) returned over $400 million in capital to shareholders through share repurchases in 2025.
- The upmarket strategy is proving successful, with upmarket growth of 6% in Q4 and 74% of the business now upmarket.
- The company has a strong focus on innovation, with significant investments in AI and new product offerings like GTM Studio and GTM Workspace, which are expected to drive future growth.
- Despite positive results, the guidance for 2026 indicates only a 1% annual growth in GAAP revenue, suggesting potential deceleration.
- Net revenue retention was 90% in Q4, indicating challenges in retaining customers, particularly in the downmarket segment.
- The company faces pressure on gross margins due to the rollout of new products with AI action credit components.
- There is inherent volatility in calculated billings and bookings, which could impact future financial performance.
- ZoomInfo Technologies Inc (GTM) anticipates increased interest expenses due to variable interest rates on outstanding debt.
Good day, and thank you for standing by. Welcome to the Zoominfo fourth-quarter 2025 financial results conference call. (Operator Instructions) Please be advised today's conference is being recorded.
I would now like to hand the conference over to your speaker today, Jerry Sisitsky, VP of Investor Relations. Please go ahead.
Thanks, Daniel. Welcome to ZoomInfo's financial results conference call for the fourth quarter and full-year 2025. With me on the call today are Henry Schuck, Founder and CEO of ZoomInfo; and Graham O'Brien, our Chief Financial Officer.
During this call, any forward-looking statements are made pursuant to the Safe Harbor provisions of US securities laws. Expressions of future goals, including business outlook, expectations for future financial performance, and similar items, including without limitation, expressions using the terminology may, will, expect, anticipate, and believe, and expressions which reflect something other than historic
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